FSB Premier Wealth Management is an investment advisor in Waterloo with $273.51 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
931084013
SEC advisor number
801-111084
FINRA CRD number
15898
AUM ?
$293.73 mm
(as of 29 Mar 24)
Accounts
1,564
(as of 29 Mar 24)
Employees
13
(11 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
11 Aug 23
13F-HR
Quarterly holdings report by institutional manager
4 May 23
13F-HR
Quarterly holdings report by institutional manager
6 Feb 23
13F-HR
Quarterly holdings report by institutional manager
23 Nov 22
13F-HR
Quarterly holdings report by institutional manager
1 Aug 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
2 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Apr 22
13F-HR
Quarterly holdings report by institutional manager
23 Feb 22